Your son or daughter is in an exciting chapter in their life—college! You may still see the little girl with pigtails or the little boy with mud on his face, but your college student is a legal adult. We know you’re still guiding and protecting y… Read More

Often beneficiary designations are used for assets like retirement plans, life insurance policies, and bank accounts. You can even use a beneficiary designation on vehicles and a transfer on death (TOD) for real estate. When you pass away, those asse… Read More

Communicating your estate plan with your loved ones can preserve family relationships after you pass away. You may not want to share details like your net worth or who is getting what, but you should consider talking about how your assets will be div… Read More

Do you listen to podcasts? We’re excited to announce that Richard has recently launched a new weekly podcast, “Protecting your Family’s Future.” As you might guess, the podcast is all about estate planning and how it’s used to prote… Read More

We’ve all heard horror stories about family fights over a deceased loved one’s property. Sometimes these fights can ruin relationships for years to come and even negatively affect future generations. You’ve worked hard and spent years cultivati… Read More